Number of Shares
2.88 Mil
Current Holdings Value*
$130.14 Mil
% of Portfolio
4.39%
Total Estimate Gain
$23.42 Mil
% of Total Estimate Gain
17.35%

JMG Financial Group, Ltd.'s Vanguard FTSE Emerging Markets ETF Holding Summary

As of 2025-03-31, JMG Financial Group, Ltd. held 2.88 Mil shares of Vanguard FTSE Emerging Markets ETF(VWO), totaling $130.14 Mil. This investment constitutes 4.39% of their stock portfolio, and JMG Financial Group, Ltd. now holds 0.16% of the outstanding Vanguard FTSE Emerging Markets ETF(VWO) stock.

The initial trade took place in 2013Q4. And since then JMG Financial Group, Ltd. has made 34 purchases of VWO, at an average price of $42.34, for a total of 3.19 Mil shares. In addition, there have been 3 sales at an average price of $39.84 for 313,725.00 shares. Based on historical transaction data and VWO's current price of $50.76, JMG Financial Group, Ltd.'s estimated gain on his VWO holdings is $23.42 Mil, reflecting a 17.35% gain to date.

JMG Financial Group, Ltd. VWO ($50.76) Holding Chart

JMG Financial Group, Ltd. VWO ($50.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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